JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

NewEdge Advisors, LLC's Holding History (CIK: 0001633516)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,458,300 Value ($000) $469,893 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 848,504 Value ($000) $267,643 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 830,470 Value ($000) $240,761 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 673,493 Value ($000) $165,208 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 643,658 Value ($000) $154,291 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 605,089 Value ($000) $127,589 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 543,999 Value ($000) $110,029 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 463,550 Value ($000) $92,849 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 439,385 Value ($000) $74,555 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 400,273 Value ($000) $58,047 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 382,782 Value ($000) $55,672 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 357,946 Value ($000) $46,774 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 325,768 Value ($000) $16,883 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 287,929 Value ($000) $30,089 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 302,316 Value ($000) $34,043 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 452,650 Value ($000) $61,706 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 425,153 Value ($000) $67,323 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 348,073 Value ($000) $56,976 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 324,911 Value ($000) $50,536 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 315,356 Value ($000) $47,991 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 312,167 Value ($000) $39,667 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 342,665 Value ($000) $32,988 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 322,755 Value ($000) $30,359 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 289,223 Value ($000) $26,039 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 271,281 Value ($000) $37,816 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 255,570 Value ($000) $30,192 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 203,404 Value ($000) $22,741 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 201,156 Value ($000) $20,304 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 174,449 Value ($000) $17,030 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 157,561 Value ($000) $17,779 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 139,473 Value ($000) $14,655 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 50,207 Value ($000) $5,415 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 39,688 Value ($000) $4,306 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 33,634 Value ($000) $3,243 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 30,547 Value ($000) $2,846,716 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 24,066 Value ($000) $2,075 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 19,945 Value ($000) $1,739 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 7,916 Value ($000) $528 Avg Close $50.85 Range $45.82 - $52.95